SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?


To: eracer who wrote (201683)6/12/2006 1:23:04 PM
From: dougSF30Respond to of 275872
 
I guess they aren't able to up the mix of X2 parts much. Those prices are way too high, and won't sell well at all in Q3.



To: eracer who wrote (201683)6/12/2006 1:27:01 PM
From: BUGGI-WORead Replies (2) | Respond to of 275872
 
@Eracer - Cuts
"
Are the dies so large and yields so poor AMD is basically going to give up marketing them? Everything but the X2 3800+ seems way overpriced compared to Conroe.
"

What is Conroe - I don't see products available ...

The products are priced just be sold out - thats it.
Looks like the "crowd" knows who has real value.

BUGGI



To: eracer who wrote (201683)6/12/2006 1:37:17 PM
From: RinkRespond to of 275872
 
AMD will almost halve the prices for its Athlon 64x32 3800+ to US$152-161, compared to the US$163 that Intel plans for its Pentium D 945, the sources said, citing one example in AMD's pricing plan.: digitimes.com

This will change the mix of DC/SC quite a bit.

Regards,

Rink



To: eracer who wrote (201683)6/12/2006 2:02:26 PM
From: MagratheaRespond to of 275872
 
Everything but the X2 3800+ seems way overpriced compared to Conroe

And, of course, you can buy as many Conroe's as you want.

Everyone is just back from Computex. There must be a read on supply and demand at this point.

-Magrathea